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Eric Michael Grafnitz

Wealth Enhancement Advisory Services, LLC

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About Eric Michael Grafnitz

Eric Grafnitz is a financial advisor registered with Wealth Enhancement Advisory Services, LLC and has been in the industry since 2005. Eric is licensed to provide investment advice and securities services in Minnesota. Eric is a registered representative with LPL Financial. Eric is a financial professional who focuses on providing financial planning and investment advice to individuals, families, and businesses. Eric also offers investment advice for pension and profit-sharing plans. Eric is a registered representative with Wealth Enhancement Brokerage Services, LLC and is a member of the Wealth Enhancement Group. Eric is also a registered representative with LPL Financial, a national independent broker-dealer.

Firm Information

Eric Grafnitz is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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Eric Grafnitz’s Registration & Firm History

MN

09/30/2021 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

GA

09/15/2020 - 09/18/2020

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

09/15/2020 - 09/18/2020

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

09/15/2020 - 09/18/2020

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MN

09/15/2020 - 09/18/2020

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

10/23/2018 - 07/03/2019

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

AZ

11/19/2007 - 03/23/2009

EDWARD JONES (TEMPE AZ)

MN

04/20/2005 - 05/17/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

04/20/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/23/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/14/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Eric Michael Grafnitz. Review regulatory record here.
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